Clean books every month, so you always know where you stand.
We keep your books current and reconciled and produce financial statements you can actually use to run the business, not just to file taxes.
Serving Buffalo, Amherst, Western New York and beyond.
Businesses that want accurate numbers without a full-time bookkeeper.
- Small and mid-size businesses without in-house accounting staff
- Owners whose books have fallen behind
- Businesses that need financial statements for a lender
- Businesses using, or moving to, QuickBooks
What's included
- Monthly bookkeeping
- Transactions recorded and categorized each month.
- Bank and credit card reconciliations
- Every account reconciled so balances are right.
- Financial statements
- Profit and loss and balance sheet on a monthly or quarterly schedule.
- QuickBooks setup and cleanup
- A chart of accounts that fits your business, and catch-up work when books are behind.
- Year-end close
- Books ready for your tax return with no January scramble.
Books kept by the people who prepare your return.
When the same firm keeps your books and prepares your taxes, year-end is simply the last month of the year, not a separate project.
Questions get answered as they come up, and your return reflects numbers we already know are right.
From catch-up to monthly routine.
01Onboard
We review your current books and clean up anything that's behind or miscategorized.
02Monthly close
Each month we record, reconcile and close the books.
03Review
You receive financial statements, and we flag anything worth discussing.
Common questions
Do you work in QuickBooks?
Yes. We can work in your existing QuickBooks file or help set one up.
Can you catch up books that are months behind?
Yes. Catch-up and cleanup work is common, and it's the first step for many new bookkeeping clients.
How do I send you statements and receipts?
Upload them securely through the client portal, or connect your accounts so transactions come in automatically.